Installing Interact by using the GUI mode

For Windows™, use the GUI mode to install Interact. For UNIX™, use the X Window System mode to install Interact.

Before you begin

Important: Before you use the GUI mode to install Interact, make sure that the available temporary space on the computer where you install Interact is more than three times the size of the Interact installer.
Important: If HCL® Marketing Software products are installed in a distributed environment, you must use the machine name rather than an IP address in the navigation URL for all of the applications in the suite. Also, if you are on a clustered environment and choose to use ports that are different from the default ports 80 or 443 for your deployment, do not use a port number in the value of this property.

Make sure that the HCL Marketing Software installer and the Interact installers are in the same directory on the computer where you want to install Interact.

Make sure that you install Marketing Platform and Campaign before installing the Interact design time environment. For more information about installing Marketing Platform, see the HCL Marketing Platform Installation Guide. For more information about installing Campaign, see the HCL Campaign Installation Guide.

About this task

Complete the following actions to install Interact by using the GUI mode:

Procedure

  1. Go to the folder where you have saved the HCL Marketing Software installer and double-click the installer to start it.
  2. Click OK on the first screen to see the Introduction window.
  3. Follow the instructions on the installer, and click Next.
    Use the information in the following table to take the appropriate actions on each window in the HCL Marketing Software installer:
    Table 1. HCL Marketing Software installer GUI

    This two-columned table provides information about the windows in the HCL Marketing Software installer in the first column, and information about the windows in the second column.

    Window Description
    Introduction

    This is the first window of the HCL Marketing Software suite installer. You can open the Interact installation and upgrade guides from this window. You can also see a link for the installation and upgrade guides for the products whose installers are saved in the installation directory.

    Click Next to go to the next window.

    Response Files Destination

    Click the Generate Response File check box if you want to generate response files for your product. Response files store the information that is necessary for the installation of your product. You can use response files for an unattended installation of your product.

    In the Response files destination field, click Choose to browse for a destination where you want to save the response files. Alternatively, click Restore Default Folder to save the response files in the default C:\ location.

    Click Next to go to the next window.

    HCL Marketing Software Products

    In the Install Set list, select Custom to select Interact as the product that you want to install.

    In the Install Set area, you can see all the products whose installation files are in the same directory on your computer.

    In the Description field, you can view the description of the product that you select in the Install Set area.

    Click Next to go to the next window.

    Installation Directory

    In the Specify the installation directory field, click Choose to browse to the directory where you want to install your product.

    If you want to install the product in the folder where the installers are stored, click Restore Default Folder.

    Click Next to go to the next window.

    Select Application Server
    Select one of the following application servers for the installation:
    • HCL WebSphere®
    • Oracle WebLogic

    Click Next to go to the next window.

    Platform Database Type

    Select the appropriate Marketing Platform database type.

    Click Next to go to the next window.

    Platform Database Connection
    Enter the following information about your database:
    • Database host name
    • Database port
    • Database name or System ID (SID)
    • Database user name
    • Database password
    Click Next to go to the next window.
    Platform Database Connection (continued)

    Review and confirm the JDBC connection.

    Click Next to go to the next window.

    Preinstallation Summary

    Review and confirm the values that you added during the installation process.

    Click Install to start the installation process.

    The HCL® Interact installer opens.

  4. Follow the instructions on the Interact installer to start installing Interact.
    Use the information in the following table to navigate through the Interact installer and take appropriate actions on each window in the HCL Interact installer:
    Table 2. HCL Interact installer GUI

    This two-columned table provides information about the windows in the HCL Interact installer in the first column, and information about the windows in the second column.

    Window Description
    Introduction

    This is the first window of the HCL Interact installer. You can open the installation guide, upgrade guide, and all documentation available for Interact from this window.

    Click Next to go to the next window.

    Software License Agreement

    Carefully read the agreement. Use Print to print the agreement. Click Next after you accept the agreement.

    Installation Directory

    Click Choose to browse to the directory where you want to install Interact.

    Click Next to go to the next window.

    Interact Components

    In the Install Set list, select Typical to install only the Interact Runtime Environment.

    In the Install Set area, select Custom to install the Interact Runtime Environment, Interact Extreme Scale Server,Interact Design Time Environment and Pattern State ETL.

    To install the Pattern State ETL, the Interact Runtime Environment must already be installed or selected for installation.

    In the Description field, you can view the description of the item that you select in the Install Set area.

    Click Next to go to the next window.

    Interact Database Setup

    Select one of the following options for setting up the Interact database:

    • Automatic database setup
    • Manual database setup
    Click Next to go to the next window.
    Preinstallation Summary

    Review and confirm the values that you added during the installation process.

    Click Install to start the Interact installation.

    Installation Complete

    Use this window to view information about the locations of log files that are created during installation.

    Click Done to exit the HCL Interact installer and to go back to the HCL Marketing Software suite installer.

  5. Follow the instructions on the HCL Marketing Software installer to finish installing Interact.
    Use the information in the following table to take the appropriate actions on each window in the HCL Marketing Software installer:
    Table 3. HCL Marketing Software installer GUI

    This two-columned table provides information about the windows in the HCL Marketing Software installer in the first column, and information about the windows in the second column.

    Window Description
    Deployment EAR file

    Specify whether you want to create an enterprise archive (EAR) file to deploy your HCL Marketing Software products.

    Click Next to go to the next window.

    Package EAR file

    You can see this window if you select Create an EAR file for deployment in the Deployment EAR file window.

    Select the applications that you want to package in the EAR file.

    EAR file details
    Enter the following information for your EAR file:
    • Enterprise application identifier
    • Display name
    • Description
    • EAR file path
    Deployment EAR file

    Select Yes or No to create an additional EAR file. If you select Yes, you must enter the details for the new EAR file.

    Click Next to complete the installation of your product.

    Installation Complete

    Use this window to view information about the installation log, error log, and output log of your installation.

    Click Done to exit the HCL Marketing Software installer.